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Capital Wealth Management
“Being a senior and recently retired, it's good to know you and Capital Wealth are watching over me.”
Best Financial Advisors near Manteca, CA
We have 2 firms in Manteca on file; 1 of them is on this list, along with 23 from towns including Modesto (10, 16 mi), Stockton (7, 14 mi) and Tracy (4, 13 mi).
3 open weekends · 19 rated 4.5+ · 3 show a license
Data verified October 15, 2026
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Taxpath
- Fee
- Price
- Father
“I found out that you can have your taxes prepared anywhere you want, and I immediately called Tax Path who got us a quick extension and scheduled us to do everything by phone and email!”
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The Law Firm of Gina Leguria
- Brother
- Understand
- Information
“Then about explaining how she and her firm would go about doing it, while also giving me a time line in getting done after providing information she requested.”
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Virsa Capital
- Trailer
- Sir
- Efficient
“He helped me very nicely to pay my missed installments and saved my credit score.”
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James Daniels JD CPA
“Once my business was in order, he used the losses and capital expenditures from my year 1 corporate return to ensure my W2 income was balanced and I received the biggest return possible.”
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Lemos Louis G CPA
“Take a look at our home page. Louis G. Lemos, CPA, CGMA is a full service tax, accounting and business consulting firm located in Stockton, CA.”
The 24 firms listed for Manteca, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Manteca, CA
21 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 629 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (3), payroll (2) and tax planning (2). 3 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 5 offer payment plans and 6 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 19 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Manteca take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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VG Capital Financial Services
- Meetings
- Retirement
- Financial Advisor
“Gilbert has helped me with my retirement and investment plans he is an awsome financial advisor and a great family man I put everything in his financial services and trust him in every thing he does for me.”
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Juarez Zarate & Co
“I finally feel comfortable with how my taxes were handled.”
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Attentive Investments
- Management
- Financial
“She listens to your financial goals and works to help you achieve them.”
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Overcome Money
- Wealth
- LLC
- Goals
“I'm a protective Mama bear, but Garrick and Didi have gained my trust in the Financial Wealth program that I have allowed them to present the information to my son (my cub) and now he too is set for his own success.”
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United Capital
“I might mention that Desirez is always there to help me and never drops the ball!!”
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Gaona Tax & Accounting
“Take a look at our Home page. Gaona Tax & Accounting is a full Accounting office located in Tracy, CA.”
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Thorson Financial Estate Management
“Tom, by continually updating his knowledge on investment tools and strategies has helped me feel more secure in my retirement and to maintain my income.”
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Bill Pollard CPA
“We are dedicated to providing our clients with professional, accurate andcost-efficient tax preparation, complemented with exceptional service. Our tax experts offer comprehensive tax services and”
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Vantage Point Business Services Corp
“I trust her work, enjoy her staff customer service, and have always been taken care of.”
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Evident Business Solutions
- Camera
“Paul the owner is always available if needed”
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Willson & Company
“We have been using them for our taxes for around thirsty years now.”
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Schwartz Giannini Lantsberger & Adamson Accountancy Corp.
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are ...”
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Pension Management Consultants
“Pension Management Consultants specializes in pension plans and planning and pension management services in Modesto, CA. We are a locally owned business with more than 150 years of experience in providing financial planning and pension management ser...”
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Swain Financial Services
“Mr Joe Swain is caring, knowledgeable, dedicated to his clients.”
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Blom & Howell Financial Planning
“Very honest and trustworthy advisors.”
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Delta Pacific Investment Management
“Jose is awesome”
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Prodigy
“Prodigy is an economic resource center designed to empower our youth, families, veterans through financial education, course training, and providing financial resources. Our objective is to assist in the development of financial awareness, entreprene...”
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Scenic Oaks Funding
“Selling your home quickly can be a daunting task, but with the right approach, it's entirely possible. Here are six…”
Retirement Planning and Investment Management Services in Manteca, CA Cost Estimates
Minimum cost
$1135
Maximum cost
$9641
National Average
$3403
Avg Per Hour Rates
$341
$2269
$6238
Typical price range is based on 361 cost profiles
Why these companies made our list
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